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YorkBridge Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

YorkBridge Wealth Partners’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-350
Closed -$10.3K – 875
2017
Q4 		$10K Hold
350
– – ﹤0.01% 628
2017
Q3 		$9K Hold
350
– – ﹤0.01% 650
2017
Q2 		$9K Buy
+350
New +$8.6K ﹤0.01% 645

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YorkBridge Wealth Partners's SCHE Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2018, closing a stake of 350 shares — an estimated $10.3K sold.

YorkBridge Wealth Partners first reported a position in SCHE in Q2 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHE as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 350 Schwab Emerging Markets Equity ETF shares in Q1 2018, an estimated $10.3K.
  • YorkBridge Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $10K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.